Integrations
Hardfin supports integrating with Customer Relationship Management (CRM) software. These integrations allow your organization to load commercial data from your CRM into Hardfin automatically.
How CRM data sync works
Hardfin can automatically pull data from your CRM on an ongoing basis.
Data sync
You define rules for which data flows from your CRM to Hardfin, including field-level configurations for data integration. Most businesses sync 3 key types of data on a regular basis:
CRM Account or Company → Hardfin Customer
CRM Opportunity or Deal → Hardfin Project
CRM Product or Line Item → Hardfin Product
Some businesses track additional types of data to sync, such as:
CRM Site Information → Hardfin Location
CRM Service Record → Hardfin Ticket
Sync frequency
Free accounts sync data once per day, while paid accounts sync data more frequently (every 5–60 minutes depending on the plan). Please contact us to enable real-time data sync.
Connecting your CRM
Integrate your CRM with Hardfin from the integrations page, accessible in the user dropdown menu.
You will see CRM configuration options in the "Customer Relationship Management" section. If you do not have a CRM connected, you will see the option to Connect HubSpot. If you are on an advanced plan tier and other CRMs have been enabled for your organization, you will see those integration options instead.
Hardfin supports HubSpot as the default CRM integration available on all plans. Hardfin also supports Salesforce as a customer CRM integration available an add-on for on all plans.
Use HubSpot as your CRM integration
Hardfin supports HubSpot as the default CRM integration available on all plans. This integration allows users to manage their CRM data directly within the Hardfin platform with seamless synchronization, ensuring that your sales and financial operations are perfectly aligned.
Connect HubSpot
Clicking "Connect HubSpot" will pop open a new window with the authentication flow for HubSpot. After you have approved your integration, your Hardfin organization will be directly connected to the CRM.
To ensure that all workflows have appropriate access to complete successfully, we recommend you integrate using an administrator account in your CRM.
Once connected successfully, you will be returned to the Integrations page.
Configure HubSpot integration
You must configure the integration in order for data to start syncing automatically. Click "Configure" to open the configuration menu.
HubSpot project mapping
Your project mapping determines how HubSpot Deal information is mapped to a Hardfin Project.
Select the deal fields you wish to map to projects. Hardfin will automatically sync your CRM information for each of these fields.
HubSpot line item mapping
Your line item mapping determines how HubSpot Deal line item information is mapped to a Hardfin Project line item.
Select the line item fields you wish to map. Hardfin will automatically sync your CRM information for each of these fields.
HubSpot customer mapping
Your customer mapping determines how HubSpot Company information is mapped to a Hardfin Customer.
Select the company fields you wish to map to customers. Hardfin will automatically sync your CRM information for each of these fields.
HubSpot pipeline selection
Your deal trigger determines when HubSpot information is synced automatically to Hardfin. By default Hardfin recommends syncing Closed won deals.
Select your deal pipelines and deal stages. Hardfin will automatically sync your CRM information as soon as a Deal hits this stage.
Multiple pipeline support
Hardfin supports syncing deals from multiple HubSpot pipelines simultaneously, allowing you to manage different sales processes and product lines within a single integration.
Pipeline configuration
Multiple pipeline setup. Configure sync triggers for different HubSpot pipelines based on your sales organization
Pipeline-specific triggers. Set different deal stages for each pipeline to control when deals sync to Hardfin
Flexible mapping. Each pipeline can have its own field mappings and sync rules
Unified project creation. Deals from all configured pipelines create projects in the same Hardfin workspace
Managing multiple pipelines
Pipeline selection. Choose which HubSpot pipelines to include in your sync configuration
Stage customization. Define the appropriate sync trigger stage for each pipeline
Audit tracking. All pipeline configuration changes are tracked in your organization's audit log
Performance optimization. Sync frequency and processing are optimized across all configured pipelines
This is particularly useful for organizations with separate sales processes for different deal types, product lines, customer segments, or geographic regions, ensuring all deals flow seamlessly into Hardfin regardless of their originating pipeline.
Enable HubSpot sync
Once your HubSpot integration is fully configured, you will see the option to enable sync.
When enabling sync, you can specify a date from which to sync modified deals. Hardfin will automatically sync all deals modified after this date. For example, you may want to sync the prior year's worth of deals to Hardfin to jumpstart your onboarding.
Select "Active" for the sync status on any pipeline and click Save to start Hardfin automatically mapping your CRM data on an ongoing basis.
Editing HubSpot configuration
You can update your configuration settings at any time to update the sync trigger, modify field mappings, or pause syncing. Simply click the gear icon ⚙️ next to your HubSpot configuration.
HubSpot file syncing
Hardfin automatically syncs files from HubSpot Deals directly to your Hardfin Projects, ensuring all relevant documentation is centralized and accessible.
Automatic file synchronization
Deal attachments. Files associated with HubSpot deals are synced when the deal triggers project creation
Activity files. Files attached to HubSpot activity are automatically downloaded and linked to the corresponding project
Real-time updates. New files added to HubSpot are automatically pulled into Hardfin during regular sync cycles
Centralized storage. All HubSpot files are stored securely within your Hardfin project workspace
Access control. File permissions follow your Hardfin project access settings
This ensures that all project-related documentation from your sales process is immediately available to your operations and success teams without manual file transfers.
Use Salesforce as your CRM integration
Hardfin supports Salesforce as a custom CRM integration available as an add-on to advanced plan tiers for organizations requiring enterprise-level customer relationship management capabilities. A Salesforce integration allows users to manage their CRM data directly within the Hardfin platform with seamless synchronization, ensuring that your sales and financial operations are perfectly aligned.
Due to the high degree of customization and complexity that is typical in Salesforce implementations, this integration usually requires custom configuration during the implementation process.
Set up Salesforce connection
Salesforce can be connected to a Hardfin in just a few easy steps, and—for a default Salesforce configuration—Salesforce can be implemented within a few hours. For custom implementations, Salesforce configuration will take longer.
Your account manager will help your team with this configuration during implementation.
Install Hardfin data connector for Salesforce
A Salesforce administrator should install the Hardfin data connector in your Salesforce org. This connector leverages Salesforce's new External Client App technology to provide an additional layer of security for your org.
Choose appropriate user for Hardfin to access Salesforce
Hardfin must be granted access to Salesforce through a specific user account. This is usually a dedicated integration user account (for a modern ECA implementation), a full user account, or in some cases a relevant user account such as for a business operations manager or Salesforce analyst.
In either case, Hardfin must be granted the appropriate permission sets and permissions to access relevant fields. Contact your Hardfin account manager for the details relevant for your implementation.
To ensure that all workflows have appropriate access to complete successfully, the simplest method is using an administrator account in your CRM.
Authenticate Salesforce user with Hardfin
Click "Connect Salesforce" to open a new window with the authentication flow for Salesforce. After you have approved your integration, your Hardfin organization will be directly connected to the CRM.
Once connected successfully, you will be returned to the Integrations page.
Configure Salesforce implementation
The Salesforce integration setup involves working directly with the Hardfin implementation team to configure the connection based on your specific Salesforce configuration. This ensures that data flows correctly between systems while respecting your existing Salesforce workflows and data integrity requirements.
Field mapping customization. Each Salesforce instance has unique custom fields, objects, and workflows that must be individually mapped to Hardfin's data structure
Pipeline integration. Salesforce opportunity stages and sales processes vary significantly between organizations and require tailored sync trigger configuration
Hardfin setup. Hardfin will map Salesforce data consistently to Customer, Locations, Products, and Projects in order to ensure standardized reporting
Enable Salesforce sync
Once your Salesforce integration is fully configured, you will see the option to enable sync.
When enabling sync, you can specify a date from which to sync modified opportunities. Hardfin will automatically sync all opportunities modified after this date. For example, you may want to sync the prior year's worth of opportunities to Hardfin to jumpstart your onboarding.
Editing Salesforce configuration
You can view your configuration status at any time to monitor the Salesforce integration. Contact your account manager to make modifications to a custom Salesforce implementation.
Connect other CRMs
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